China's Rare-Earth Export Control Pause Set to Expire November 10
China's temporary pause on rare-earth export controls is scheduled to expire on November 10, potentially reinstating tighter restrictions on these critical materials. While a broader bilateral trade truce between the U.S. and China has been extended to January 2027, China has not yet issued a formal notice regarding the specific legal suspension of its rare-earth export controls. In response to China's dominance in the sector—controlling approximately 70% of extraction and 90% of processing—the United States is aggressively funding domestic supply chain development. Key players include MP Materials, which operates North America's only large-scale facility and holds a Department of Defense price floor agreement, and USA Rare Earth, which is utilizing CHIPS Act funding to build an integrated mine-to-magnet supply chain.
Topics: China export controls Critical minerals supply chain Rare-earth elements US trade policy